SMSF
Processing
Services
Services
SMSF Specialist Advisor™ with 10+ years' SMSF experience.
Clear, fixed pricing with no surprises.
Free up your team to focus on what they do best.
Secure document exchange via BGL SimpleFund360.
Expert SMSF processing option for accounting and adviser practices currently using or migrating to BGL SimpleFund360. Based in Melbourne, all our work is performed locally — absolutely zero offshoring. All client data and documents are retained within BGL's SimpleFund360 document system, ensuring security while maintaining client control for complete peace of mind.
Founded in 2024 by an SMSF Accountant with over 10 years experience in SMSF accounting and administration, we provide outsourced processing services to accounting firms and financial adviser groups currently using, or looking to migrate to, BGL SimpleFund360.
Our founder is an accredited SMSF Specialist Advisor™ and holds a Bachelor’s degree in accounting as well as a Graduate Diploma in Financial Planning. With deep expertise in BGL SimpleFund360, we ensure efficient, accurate, and compliant fund processing and administration.
Based in Melbourne, all work is performed and stored locally — nothing is offshored. All client data and documentation are securely managed through BGL SimpleFund360, ensuring transparency and maintaining client control, for complete peace of mind.
